Sustainability skills pathway: Mastering materiality and the essential screening for constructing robust portfolios (2 of 3)
Tuesday 04 March 2025 | 17:00 - 18:00 | Webinar
This webinar is part of CFA UK’s Sustainability skills pathway
Are you looking to fine-tune your approach to sustainable investing? This webinar is designed for investors who want to master the art of identifying material ESG factors and implementing effective screening techniques to build more resilient portfolios.
What You’ll Learn:
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Screening and filtering essentials: Learn how to apply the right screens—from scores to exclusion criteria—to effectively identify and filter assets that meet your investment goals.
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Understanding materiality: Gain clarity on how to pinpoint the ESG factors that truly impact company performance and drive long-term value.
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Aligning material ESG factors with screening: Discover techniques to integrate relevant ESG factors into your screening criteria for more targeted and impactful portfolio construction.
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Case study and practical tools: Explore real-world examples and leverage practical tools for implementing materiality-driven filters and screens.
This session is ideal for portfolio managers and investors focused on refining their strategies to ensure a balance of robustness, sustainability, and precision in their investments.
Timings
Registration:16:55
Event: 17:00 - 18:00
Other events in the CFA UK Next-level communication skills pathway:
| 4 March - How to construct portfolios with Sustainability and Robustness in Mind |
| 1st April - How to assess your portfolio for nature risks and what to do next? |
| 15th May - CFA UK sharpen your portfolio construction skills pathway networking evening |
Click here to view our event terms and conditions.